SlideShare a Scribd company logo
Sales Automation
An Introduction to Our Software & Essential
Best Practices
Hello!
I am Ratheesh
I am from AntColony Technologies, Kochi
We create business automation solutions for various
functions of a business
What it does?
A software application
to manage your sales
and marketing function
at your organization. It
is designed to include
best procedures, proper
flow of the sales cycle,
field staff management,
regulating marketing
expenses and data
evaluation to analyze
business growth.
Sales
Streamlining Work Flow
Common Pitfalls in Sales
A study of sales process and its effectiveness
■ Lack of understanding of prospects
■ No pro-active outlook on lead behaviour
■ Mix up – more than one sales staff contacting the
same lead
■ Missing Information
■ No idea about no. of visits to any typical lead
■ No Lead filtering using sales funnels
■ Lack of timely response from sales person
■ Salesperson working on false leads
■ Faulty reporting regarding lead visits
■ Disproportional claims of sales expenses
■ Lack of communication on closed deals
■ Lack of proper reporting
■ No reminders to alert salespersons
■ No record of sales activity
■ Unable to predict sales demand
■ Lack of transparent feedback
Buyers have a
system, sales
people usually
don’t!
What
changes
can be
done?
Let’s look at our software features –
Client Management
Customer Details. Customer
Communication Log.
Buying Behaviour
Project Details by Customer
Order history
Sending payment reminders
Closed deals and company
contacts
GPS Tracking of
Field Staff
Locate Salesman. Allocate
based on area. Track faulty
sales calls. Send Alerts.
Manage allowances and
incentives. Client locations on
the map
Track Ordering
Locate orders. View order
by each retailer and by
items. Quick view of
Pending Orders. Track
payment collection by
project & clients.
Project Management
CategoryWise Project List.
Create/Edit Project. Offer/Discount
Prices/ Projects by customer and
category view. Projects by closed
vs. pending view
Dashboard
Analytical sales
reports.
Business Summary
Daily Closure
Summary
Staff Activity Log.
Payment Reminders.
Follow Ups.
Activity Calendars
Finance
Management
Payment. Bill Generation.
Payment Follow Up.
Expenses Management.
Payment Settings
Payment History.
Income Reports
There are some more…
Staff Management
Staff Profile, Staff Logs.
Monthly work reports.
Performance reports.
Attendance and Leaves
Payroll generation
Reports
Periodic collection reports.
Sales Reports by Date, Staff
and Products
Marketing Reports.
Income/Expenses Statements
Growth Reports.
Service Request
Management
Calendar of Service
Requests. Service Call
Logs. Staff Allocation.
Pending Request Lists.
TA/DA Allowances.
Payment Collection
What will you gain?
A trouble free
automated system to
monitor sales
progress and insights
to sell more products
and services to
qualified and trusted
clients
Let’s Watch the
Demo
Desktop project
Show and explain
your web, app or
software projects
using these gadget
templates.
Tablet project
Show and explain
your web, app or
software projects
using these gadget
templates.
Android project
Show and explain
your web, app or
software projects
using these gadget
templates.
Contact Us
+91 77368 77278
business@leadstracer.com
info@antcolony.in

More Related Content

PPTX
Sugar crm by sakee
PDF
Understanding Your Business Algebra
PDF
YourNeighborhood Pitch Deck
PPSX
Managing the Lifecycle of Large Sales
PPTX
New Metrics for Marketing
PPTX
The Marketing Automation Blueprint for Success
PPTX
What marketing automation reports should you be sharing with management
PPT
Sales Comp Planning Process Recording
Sugar crm by sakee
Understanding Your Business Algebra
YourNeighborhood Pitch Deck
Managing the Lifecycle of Large Sales
New Metrics for Marketing
The Marketing Automation Blueprint for Success
What marketing automation reports should you be sharing with management
Sales Comp Planning Process Recording

What's hot (20)

PDF
Board Deck Template for SaaS Companies
PDF
Work out your key production numbers
PDF
How to plan your sales territory
PPTX
LITE 2018 – Key Tools and How to Use Them to Grow Your Business [Patrick Flan...
PPTX
I aspire presentation for alarm dealers
PDF
APP Academy: Sales (Virtual Classroom) - slides
PPTX
A Guide to Buying and Selling a Vacation Rental Management Company
PPTX
Building a Repeatable, Scalable & Profitable Growth Process
PDF
Google Apps Business Plan Ppt
PPTX
Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting
PPSX
Successful Sales Planning
PPTX
Marketo Roadshow - Scaling Marketing for High Growth
PPTX
An Intro to Act-On, Marketing Automation: What You Need to Know
PPT
Building Your Financial Model Key Startup Metrics
PDF
SME Consulting - Marketing Plan
PDF
8 sales cycle - sales target
PDF
What is Sales Operations
PDF
Lean in sales
PDF
Go-to-market planning, MTIC
PDF
Board Deck Template for SaaS Companies
Work out your key production numbers
How to plan your sales territory
LITE 2018 – Key Tools and How to Use Them to Grow Your Business [Patrick Flan...
I aspire presentation for alarm dealers
APP Academy: Sales (Virtual Classroom) - slides
A Guide to Buying and Selling a Vacation Rental Management Company
Building a Repeatable, Scalable & Profitable Growth Process
Google Apps Business Plan Ppt
Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting
Successful Sales Planning
Marketo Roadshow - Scaling Marketing for High Growth
An Intro to Act-On, Marketing Automation: What You Need to Know
Building Your Financial Model Key Startup Metrics
SME Consulting - Marketing Plan
8 sales cycle - sales target
What is Sales Operations
Lean in sales
Go-to-market planning, MTIC
Ad

Similar to Sales automation CRM (20)

PDF
Sales i mobile-screenshots
PDF
Sales and Distribution Managemnjnfijient.pdf
PDF
4 Pillars of a High Performing Sales Process to Overcome Challenges
PPT
Marketing automation for Salesforce.com
PPT
Customer Relationship Management Unit-4 IMBA Osmania University
PDF
sales i Quick Tour
PPTX
Sales Tracker | FieldAssist
PPTX
Sales force automation
PPTX
IDC’s 2013 Trends, Benchmarks, and Essential Guidance for Technology Sales Or...
PDF
Enterprise Sales Considerations - Flat6 Labs Abu Dhabi Ignite Program
PDF
The Sales Manager
PPT
Master C R M Chanels
PPTX
How to use Marketing and Sales Automation to generate leads and close more cl...
PPTX
HRMS and Payroll Management Software in Bangalore, India
PDF
Soffront sales automation
PPTX
Sales management in it
PPT
Controlling the sales force
PPT
Engagedots - Sales management software
PDF
Freshsaels- Sales CRM Software
PPT
Designing the Customer-Focused Sales Organization
Sales i mobile-screenshots
Sales and Distribution Managemnjnfijient.pdf
4 Pillars of a High Performing Sales Process to Overcome Challenges
Marketing automation for Salesforce.com
Customer Relationship Management Unit-4 IMBA Osmania University
sales i Quick Tour
Sales Tracker | FieldAssist
Sales force automation
IDC’s 2013 Trends, Benchmarks, and Essential Guidance for Technology Sales Or...
Enterprise Sales Considerations - Flat6 Labs Abu Dhabi Ignite Program
The Sales Manager
Master C R M Chanels
How to use Marketing and Sales Automation to generate leads and close more cl...
HRMS and Payroll Management Software in Bangalore, India
Soffront sales automation
Sales management in it
Controlling the sales force
Engagedots - Sales management software
Freshsaels- Sales CRM Software
Designing the Customer-Focused Sales Organization
Ad

Recently uploaded (15)

PDF
The Ultimate Farming Companion: Unleashing the Power of the Rotavator
PPTX
product_sales_training for Field Sales person
PPTX
Selling Skills (What salesperson should have to Strike).pptx
PDF
Flameproof Lights, Switchgear, Fans, ACs
PDF
modern bedroom renovations , Designing a Space of Comfort and Style
PPTX
Sales Techniques & Strategies (Selling for trust and sustainability).pptx
PPTX
Portfolio Management and simulation process
PPTX
French Door Curtains – Enhance Both Beauty and Function
PPT
Manual Handling- Training sfwqsafSlide.ppt
PDF
SAP Document Management Systems Overview
PPTX
Shaped Wire Machine Precision in Wire Forming.pptx
PPTX
Unique_Motors_Ethical_Presentation.pptx.
PPTX
e5he5ydrththserrhserh rsw hre hr hr.pptx
PPTX
Account-Prospect-Report-Mondelez-International-Inc (1).pptx
DOCX
Laser Cutting in Automotive Manufacturing
The Ultimate Farming Companion: Unleashing the Power of the Rotavator
product_sales_training for Field Sales person
Selling Skills (What salesperson should have to Strike).pptx
Flameproof Lights, Switchgear, Fans, ACs
modern bedroom renovations , Designing a Space of Comfort and Style
Sales Techniques & Strategies (Selling for trust and sustainability).pptx
Portfolio Management and simulation process
French Door Curtains – Enhance Both Beauty and Function
Manual Handling- Training sfwqsafSlide.ppt
SAP Document Management Systems Overview
Shaped Wire Machine Precision in Wire Forming.pptx
Unique_Motors_Ethical_Presentation.pptx.
e5he5ydrththserrhserh rsw hre hr hr.pptx
Account-Prospect-Report-Mondelez-International-Inc (1).pptx
Laser Cutting in Automotive Manufacturing

Sales automation CRM

  • 1. Sales Automation An Introduction to Our Software & Essential Best Practices
  • 2. Hello! I am Ratheesh I am from AntColony Technologies, Kochi We create business automation solutions for various functions of a business
  • 3. What it does? A software application to manage your sales and marketing function at your organization. It is designed to include best procedures, proper flow of the sales cycle, field staff management, regulating marketing expenses and data evaluation to analyze business growth. Sales Streamlining Work Flow
  • 4. Common Pitfalls in Sales A study of sales process and its effectiveness
  • 5. ■ Lack of understanding of prospects ■ No pro-active outlook on lead behaviour ■ Mix up – more than one sales staff contacting the same lead ■ Missing Information ■ No idea about no. of visits to any typical lead ■ No Lead filtering using sales funnels ■ Lack of timely response from sales person ■ Salesperson working on false leads ■ Faulty reporting regarding lead visits ■ Disproportional claims of sales expenses ■ Lack of communication on closed deals ■ Lack of proper reporting ■ No reminders to alert salespersons ■ No record of sales activity ■ Unable to predict sales demand ■ Lack of transparent feedback Buyers have a system, sales people usually don’t!
  • 7. Let’s look at our software features – Client Management Customer Details. Customer Communication Log. Buying Behaviour Project Details by Customer Order history Sending payment reminders Closed deals and company contacts GPS Tracking of Field Staff Locate Salesman. Allocate based on area. Track faulty sales calls. Send Alerts. Manage allowances and incentives. Client locations on the map Track Ordering Locate orders. View order by each retailer and by items. Quick view of Pending Orders. Track payment collection by project & clients. Project Management CategoryWise Project List. Create/Edit Project. Offer/Discount Prices/ Projects by customer and category view. Projects by closed vs. pending view Dashboard Analytical sales reports. Business Summary Daily Closure Summary Staff Activity Log. Payment Reminders. Follow Ups. Activity Calendars Finance Management Payment. Bill Generation. Payment Follow Up. Expenses Management. Payment Settings Payment History. Income Reports
  • 8. There are some more… Staff Management Staff Profile, Staff Logs. Monthly work reports. Performance reports. Attendance and Leaves Payroll generation Reports Periodic collection reports. Sales Reports by Date, Staff and Products Marketing Reports. Income/Expenses Statements Growth Reports. Service Request Management Calendar of Service Requests. Service Call Logs. Staff Allocation. Pending Request Lists. TA/DA Allowances. Payment Collection
  • 9. What will you gain? A trouble free automated system to monitor sales progress and insights to sell more products and services to qualified and trusted clients
  • 11. Desktop project Show and explain your web, app or software projects using these gadget templates.
  • 12. Tablet project Show and explain your web, app or software projects using these gadget templates.
  • 13. Android project Show and explain your web, app or software projects using these gadget templates.
  • 14. Contact Us +91 77368 77278 business@leadstracer.com info@antcolony.in